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Kassia Rose Lisac

Onedigital

Portland, OR

Overland Park, KS

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Current Employers
Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-10-13
  • OR RA
    APPROVED
    Since 2025-10-13

Branch Locations

Portland, OR • United States

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Portland OR 11/2022 07/2024
Stifel Financial Corp. Portland OR 08/2020 10/2022
John Galt Wealth Solutions Lake Oswego OR 06/2020 08/2020
Eleven Eleven Yoga Llc Portland OR 01/2011 Present
Onedigital Investment Advisors Llc Overland Park KS 10/2024 Present
Life Time Inc. Beaverton OR 01/2025 Present
  • 11/2022 → 07/2024
    Ameriprise Financial Services, Llc
    Portland, OR
  • 08/2020 → 10/2022
    Stifel Financial Corp.
    Portland, OR
  • 06/2020 → 08/2020
    John Galt Wealth Solutions
    Lake Oswego, OR
  • 01/2011 → Present
    Eleven Eleven Yoga Llc
    Portland, OR
  • 10/2024 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 01/2025 → Present
    Life Time Inc.
    Beaverton, OR
Other Businesses

ELEVEN ELEVEN YOGA LLC; NOT INVESTMENT RELATED; PORTLAND, OR 97280; OWNER; OPERATOR; WELLNESS CONSULTANT; 10/15/2015; 8 HOURS/MONTH DEVOTED; 0 HOURS DURING SECURITIES TRADING HOURS; YOGA INSTRUCTION AND EDUCATION __|__ LIFETIME FITNESS; NOT INVESTMENT RELATED; 500 SW 116TH AVE, PORTLAND, OR 97225; FITNESS INSTRUCTOR; YOGA INSTRUCTOR; 12/13/2024; 4 HOURS/MONTH DEVOTED; 0 HOURS DURING SECURITIES TRADING HOURS; FITNESS INSTRUCTION __|__ GIG WORK; NOT INVESTMENT RELATED; PORTLAND, OR 97229; LABORER; ENTERTAINER; INDEPENDENT CONTRACTOR; 12/13/2024; 4 HOURS/MONTH DEVOTED; 0 HOURS DURING SECURITIES TRADING HOURS; GIG WORK DURING WEEKENDS AND EVENINGS IN EVENTS, FASHION, FILM, PHOTOGRAPHY, AND CONTENT CREATION __|__ WEST PORTLAND CHEER; NOT INVESTMENT RELATED; 6663 SW BEAVERTON HILLSDALE HWY, #221, PORTLAND, OR 97225; BOARD MEMBER; SECRETARY; 6/1/2024; 20 HOURS/MONTH DEVOTED; 0 HOURS DURING SECURITIES TRADING HOURS; SIDELINE AND COMPETITVE CHEER.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-13
  • S65 Uniform Investment Adviser Law Examination
    2025-10-13
Other Names
  • Kassia Kovachev
  • Kassia O'BAnion
  • Kassia Rose Lisac
  • Kassia Lisac
  • Kassia R Lisac

View on SEC IAPD

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